What We Do

Your clients have built a solid foundation and you’ve helped them achieve their goals. Now it’s time to develop a strategy to preserve and transfer their wealth in the most effective way possible. The actions they take now will define their lasting legacy. Together we can help them get there.

Traditionally, insurance serves as a tool to protect against losses – but for those who are financially secure, insurance becomes an engine to create and leverage financial opportunities. As your client’s advisor you know they are in a position beyond the need to merely mitigate losses. You can see that their financial resources open the door to creative planning strategies and advanced wealth management tactics that can improve their outcomes and secure their legacy.

We identify tax-advantaged financial vehicles offered through insurance companies that create unique opportunities for high-net-worth individuals and businesses. We partner with you to analyze your client’s specific situation and highlight choices they don’t know they have. The solutions we craft for your clients are customized, not “off the shelf.”

A few specific examples of how we can partner with you to provide solutions to your client:

Advanced Planning Solutions-

in the areas personal & estate planning, business planning and charitable planning.

review of permanent policies- in-depth review and analysis of existing coverage to look for taxation leverage, favorable rates of return, planning flexibility, opportunity for favorable planning outcomes while decreasing the magnitude for unfavorable outcomes, efficiency of transfer of and replacement of wealth.

as a member of M Financial Group, a members-only consortium, we can provide you and your clients with proprietary products from leading insurance carriers–products designed for high-net-worth clients and their families.

our team offers a unique approach to in-force management, not only providing a high level of ongoing servicing, but also periodic reviews that ensure your client’s policies remain competitive.

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC.ViaForte is independently owned and operated.Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.Details regarding our M Financial relationship can be found here: M Financial Relationship.Website by Computer Titan.